Cazenovia College 403(B) Retirement Plan — Form 5500 plan (Cazenovia College)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cazenovia College 403(B) Retirement Plan is a benefit plan reported by Cazenovia College under EIN 15-0543658 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)Not reported
Participants604Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Cazenovia College
EIN
15-0543658
Plan number
001
Plan type
2
Location
Cazenovia, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023604H20240514160002NAL0021011251001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Money in vs. money out
Total income / additions$4M
Total expenses$40.3M
Benefits paid / distributions$40.2M
Contributions
Employer$124.7K
Participant$272.4K
Full reported line items

Net assets

Net assets (BOY)
$36,242,488

Income & contributions

Employer contributions
$124,675
Participant contributions
$272,450
Total contributions
$397,125
Total income / additions
$4,034,723

Expenses & distributions

Benefits paid
$40,237,940
Administrative expenses
$3,599
Total expenses
$40,277,211
Net increase / (decrease)
-$36,242,488
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 31%Participant 69%
Benefits paid ÷ total income997%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages